Franklin Master Intermediate Income Trust
PIM- Exchange
- NYSE
- SEC CIK
- 0000830622
No open-market purchases or sales by Franklin Master Intermediate Income Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $89.6M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Franklin Master Intermediate Income Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 56
- +10 vs. Q3 2024
- Shares held
- 27.3M
- +1.21M (+4.6%) vs. Q3 2024
- Total value
- $89.0M
- +$562.6K (+0.6%) vs. Q3 2024
- New holders
- 15
- 17 more added
- Sold out
- 5
- 8 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PIM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $89.6M |
| Q1 2026 | 59 | $88.2M |
| Q4 2025 | 60 | $89.3M |
| Q3 2025 | 60 | $96.7M |
| Q2 2025 | 58 | $92.0M |
| Q1 2025 | 58 | $90.8M |
| Q4 2024 | 56 | $89.0M |
| Q3 2024 | 46 | $88.5M |
| Q2 2024 | 48 | $83.7M |
| Q1 2024 | 46 | $83.9M |
| Q4 2023 | 54 | $82.3M |
| Q3 2023 | 53 | $75.2M |
| Q2 2023 | 52 | $75.5M |
| Q1 2023 | 49 | $70.2M |
| Q4 2022 | 49 | $66.3M |
| Q3 2022 | 44 | $66.4M |
| Q2 2022 | 48 | $65.2M |
| Q1 2022 | 44 | $65.3M |
| Q4 2021 | 49 | $68.9M |
| Q3 2021 | 41 | $67.4M |
| Q2 2021 | 48 | $69.9M |
| Q1 2021 | 55 | $72.4M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,984,308 | $74.9M | 1.70% | +223,036+1.0% | Added |
| 1607 Capital Partners, LLC | 1,065,778 | $3.47M | 0.28% | +486,262+83.9% | Added |
| Allspring Global Investments Holdings, LLC | 715,346 | $2.33M | 0.00% | −11,258−1.5% | Reduced |
| Consolidated Portfolio Review Corp | 292,786 | $954.5K | 0.15% | +26,024+9.8% | Added |
| Essential Planning, LLC. | 205,205 | $676.2K | 0.00% | +205,205 | New |
| Morgan Stanley | 192,145 | $626.4K | 0.00% | −4,593−2.3% | Reduced |
| Gill Capital Partners, LLC | 174,787 | $569.8K | 0.20% | −4,712−2.6% | Reduced |
| Transform Wealth, LLC | 169,225 | $555.4K | 0.03% | +169,225 | New |
| Penbrook Management LLC | 148,763 | $485.0K | 0.33% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 135,437 | $444.6K | 0.17% | +241+0.2% | Added |
| GWM Advisors LLC | 107,750 | $351.3K | 0.00% | −8,117−7.0% | Reduced |
| Royal Bank of Canada | 83,576 | $272.0K | 0.00% | −2,223−2.6% | Reduced |
| Melfa Wealth Management, LLC | 81,613 | $266.1K | 0.18% | +7,500+10.1% | Added |
| Envestnet Asset Management Inc | 72,461 | $236.2K | 0.00% | +72,461 | New |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $216.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,292 | $203.0K | 0.00% | +228+0.4% | Added |
| Mezzasalma Advisors, LLC | 59,134 | $192.8K | 0.06% | +59,134 | New |
| Advisor Group Holdings, Inc. | 58,146 | $189.6K | 0.00% | +50,163+628.4% | Added |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.2K | 0.10% | +4,464+9.2% | Added |
| LPL Financial LLC | 50,777 | $165.5K | 0.00% | +3,948+8.4% | Added |
| PVG Asset Management Corp | 46,087 | $150.2K | 0.71% | +46,087 | New |
| Stifel Financial Corp | 43,479 | $141.7K | 0.00% | +357+0.8% | Added |
| TCG Advisory Services, LLC | 41,257 | $134.5K | 0.01% | +151+0.4% | Added |
| UBS Group AG | 40,588 | $132.3K | 0.00% | +7,700+23.4% | Added |
| Susquehanna International Group, LLP | 31,632 | $103.1K | 0.00% | +31,632 | New |
| Transcend Wealth Collective, LLC | 26,200 | $85.4K | 0.01% | −21,000−44.5% | Reduced |
| Bard Financial Services, Inc. | 21,540 | $70.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 20,808 | $67.8K | 0.00% | +407+2.0% | Added |
| Northstar Financial Companies, Inc. | 20,245 | $66.0K | 0.06% | +20,245 | New |
| WMG Financial Advisors, LLC | 19,700 | $64.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,057 | $62.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,278 | $56.0K | 0.00% | +17,278 | New |
| Avantax Advisory Services, Inc. | 16,149 | $52.6K | 0.00% | +287+1.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.6K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $45.6K | 0.00% | −1,320−8.6% | Reduced |
| WealthTrust Axiom LLC | 13,589 | $44.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,185 | $36.5K | 0.00% | +11,185 | New |
| Shufro Rose & Co LLC | 11,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,694 | $34.9K | 0.00% | +10,694 | New |
| Gridiron Partners, LLC | 10,507 | $34.3K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,122 | $33.2K | 0.00% | +10,122 | New |
| WealthShield Partners, LLC | 10,000 | $32.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 9,200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,339 | $17.4K | 0.00% | +10.0% | Added |
| MAI Capital Management | 5,000 | $16.3K | 0.00% | +5,000 | New |
| Rothschild Investment LLC | 4,885 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,067 | $10.0K | 0.00% | −4,550−59.7% | Reduced |
| Bank of America Corp | 2,976 | $9.70K | 0.00% | +1,914+180.2% | Added |
| Venturi Wealth Management, LLC | 1,076 | $3.51K | 0.00% | +1,076 | New |
| WPG Advisers, LLC | 809 | $2.64K | 0.00% | +809 | New |
| GPS Wealth Strategies Group, LLC | 787 | $2.57K | 0.00% | +15+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $1.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.10K | 0.00% | +339 | New |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −153,034−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,115−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −17,845−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |